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KENNETH AND LORETTA SCHATZ FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KENNETH AND LORETTA SCHATZ FOUNDATION (EIN 22-6913857)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202221299349101107
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-09T08:24:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223081101PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN SILVERSTEIN ETALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DR STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080573245ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226913857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH AND LORETTA SCHATZBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone8566620700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 ROBIN LAKE DRIVEAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH SCHATZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8566620700PhoneNum
Signature2022-05-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastSCHATZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN R LOLIO JRPreparerPersonNm
PTINP01509761PTIN
Phone8566620700PhoneNum
Preparation2022-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$575,375FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$151,188ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,500DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,500DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,500DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$230,372NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,809GrossSalesPriceAmt
Total Rev And Expnss$385,088TotalRevAndExpnssAmt
Total Net Invst Incm$3,528TotalNetInvstIncmAmt
Total Adj Net Incm$3,528TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$850LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$157,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$157,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$227,088ExcessRevenueOverExpensesAmt
Net Investment Income$3,528NetInvestmentIncomeAmt
Adjusted Net Income$3,528AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,920CashBOYAmt
Cash EOY$205,870CashEOYAmt
Cash EOYFMV$205,870CashEOYFMVAmt
Corporate Stock BOY$218,929CorporateStockBOYAmt
Corporate Stock EOY$63,783CorporateStockEOYAmt
Corporate Stock EOYFMV$356,266CorporateStockEOYFMVAmt
Other Assets BOY$13,239OtherAssetsBOYAmt
Other Assets EOYFMV$13,239OtherAssetsEOYFMVAmt
Total Assets BOY$265,088TotalAssetsBOYAmt
Total Assets EOY$269,653TotalAssetsEOYAmt
Total Assets EOYFMV$575,375TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$265,088CapitalStockBOYAmt
Capital Stock EOY$269,653CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$265,088TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$269,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$265,088TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$269,653TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$265,088TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$227,088ExcessRevenueOverExpensesAmt
Subtotal$492,176SubtotalAmt
Other Decreases$222,523OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$269,653TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49InvestmentIncomeExciseTaxAmt
Subtotal$49SubtotalAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Tax Due$49TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN SILVERSTEIN KOHL ROSE PODOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8566620700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DRIVE STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08057ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$0$0$0
LORETTA SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$348,580AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,732AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$457,312TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$457,312AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,860CashDeemedCharitableAmt
Net Vl Noncharitable Assets$450,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,523MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,523MinimumInvestmentReturnAmt
Tax Based On Investment Income$49TaxBasedOnInvestmentIncomeAmt
Total Tax$49TotalTaxAmt
Distributable Before Adj$22,474DistributableBeforeAdjAmt
Distributable Before Ded$22,474DistributableBeforeDedAmt
Distributable As Adjusted$22,474DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,150ExpensesAndContributionsAmt
Qualifying Distributions$157,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,474DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$47,090ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,355ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$92,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,886ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$132,985ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$460,443TotalExcessDistributionCyovAmt
Qualifying Distributions$157,150QualifyingDistributionsAmt
Applied To Current Year$22,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$134,676RemainingDistriFromCorpusAmt
Total Corpus$595,119TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$47,090ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$548,029ExcessDistriCyovToNextYrAmt
Excess From Year4$90,355ExcessFromYear4Amt
Excess From Year3$92,127ExcessFromYear3Amt
Excess From Year2$97,886ExcessFromYear2Amt
Excess From Year1$132,985ExcessFromYear1Amt
Excess From Current Year$134,676ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAMSON CANCER CENTER
1865 RT 70 ECHERRY HILLNJ08003GIFT$15,000
AFMDA
352 7TH AVENEW YORKNY10001GIFT$2,000
ANIMAL WELFARE ASSOCIATION
509 CENTENNIAL BOULEVARDVOORHEESNJ08043GIFT$1,000
BLSJ CHARITABLE FOUNDATION
114 HADDONTOWNE COURTCHERRY HILLNJ08043GIFT$5,000
B'NAI BRITH
444 NORTH ELMWOOD ROADMARLTONNJ08053GIFT$1,000
BOYS AND GIRLS CLUB OF CAMDEN CNTY
2 S DUDLEY STREETCAMDENNJ08105GIFT$1,000
BURLINGTON COUNTY MILITARY AFFAIRS
PO BOX 1213MEDFORDNJ08055GIFT$1,000
CATHEDRAL KITCHEN
1514 FEDERAL STREETCAMDENNJ08105GIFT$3,000
CENTER FOR FAMILY SERVICES
584 BENSON STREETCAMDENNJ08103GIFT$1,000
CHERRY HILL PBA
1175 MARLKRESS ROADCHERRY HILLNJ08034GIFT$250
COOPER FOUNDATION
3 COOPER PLAZACAMDENNJ08103GIFT$1,500
DAV
5000 WISSAHICKON AVENUEPHILADELPHIAPA19144GIFT$1,000
FAMILIES BEHIND THE BADGE
555 NORTH LANECONSHOHOCKENPA19428GIFT$1,000
FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVDPENNSAUKENNJ08110GIFT$3,000
GLOUCESTER COUNTY HERO SCHOLARSHIP
PO BOX 195PITMANNJ08071GIFT$1,000
HABITAT FOR HUMANITY
7937 S CRESCENT BLVDPENNSAUKENNJ08109GIFT$1,000
JCC CAMPS AT MEDFORD - RAVI'S BIMAH
400 TUCKERTON ROADMEDFORDNJ08055GIFT$2,500
JCFS
1301 SPRINGDALE ROADCHERRY HILLNJ08003GIFT$40,000
JEWISH NATIONAL FUND
150 MONUMENT ROADBALA CYNCWDPA19004GIFT$20,000
JOSEPH MARESSA FUND
PO BOX 446HADDONFIELDNJ08033GIFT$300
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024GIFT$1,000
KATZ JCC
1301 SPRINGDALE ROADCHERRY HILLNJ08003GIFT$1,000
KENTUCKY STATE TREASURER TORNADO
500 MERO STREETFRANKFURTKY40601GIFT$5,000
LARC SCHOOL
1089 CREEK ROADBELLMAWRNJ08031GIFT$3,500
MD ANDERSON
2 COOPER PLAZACAMDENNJ08103GIFT$1,000
NICKY GREEN FOUNDATION
111 MAPLE GROVE BLVDLUMBERTONNJ08048GIFT$250
PHILADELPHIA RONALD MCDONALD HOUSE
3925 CHESTNUT STREETPHILADELPHIAPA19104GIFT$5,500
PIZZO FAMILY FOUNDATION
917 MAIN STREETBELMARNJ07719GIFT$5,000
RED CROSS
5425 WEST ROUTE 70PENNSAUKENNJ08109GIFT$2,000
ROWAN COLLEGE FOUNDATION
1400 TANYARD ROADSEWELLNJ08080GIFT$1,000
SALVATION ARMY
4050 CONSHOHOCKEN AVENUEPHILADELPHIAPA19131GIFT$1,500
SANDY ROLLMAN OVARIAN CANCER FND
2010 WEST CHESTER PIKEHAVERTOWNPA19083GIFT$5,000
SHRINERS HOSPITAL FOR CHILDREN
3551 N BROAD STREETPHILADELPHIAPA19140GIFT$1,500
SPECIAL OLYMPICS
1 EUNICE KENNEDY SHRIVERLAWRENCEVILLENJ08648GIFT$500
SPOUSES OF JBMDL
PO BOX 225WRIGHTSTOWNNJ08562GIFT$100
ST JOSEPH'S CARPENTER SOCIETY
20 CHURCH STREETCAMDENNJ08105GIFT$1,000
ST JUDE'S CHILDRENS RESEARCH HOSPI
262 DANNY THOMAS PLACEMEMPHISTN38105GIFT$5,000
STPS
1301 SPRINGDALE ROADCHERRY HILLNJ08003GIFT$250
SUNSHINE FOUNDATION
101 LAKESIDE PARKSOUTHAMPTONPA18966GIFT$2,000
TOWERS TO TUNNELS
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306GIFT$3,000
URBAN PROMISE
3700 RUDDEROW STREETPENNSAUKENNJ08110GIFT$2,000
USO
2700 SOUTHAMPTON ROADPHILADELPHIAPA19154GIFT$1,000
VARIETY CHILDREN'S CHARITY
2950 POTSHIP ROADWORCHESTERPA19490GIFT$2,000
WOOLWICH FIRE CO
1517 KINGS HIGHWAYSWEDESBORONJ08085GIFT$500
WOUNDED WARRIOR
1120 G STREET NWWASHINGTONDC20005GIFT$1,500
YMCA CAMPS
1303 STOKES ROADMEDFORDNJ08055GIFT$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$157,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,500RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$230,372RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$233,900RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,900TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SALE 437.150 COMCAST CORP CL A1997-07PURCHASE2021-12$21,283$5,244$16,039
SALE 900.850 COMCAST CORP CL A1996-08PURCHASE2021-12$43,859$5,489$38,370
SALE 1800 COMCAST CORP CL A2001-07PURCHASE2021-12$87,635$23,025$64,610
SALE 200 MICROSOFT1996-09PURCHASE2021-11$66,789$1,666$65,123
SALE 1000 ORACLE CORP2020-11PURCHASE2021-01$63,084$57,120$5,964
SALE 700 ORACLE CORP1996-11PURCHASE2021-01$44,159$3,893$40,266

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
700 SH ORACLE
2000 SH ORACLE
1000 SH ORACLE$57,120$87,210
1000 SH MICROSOFT
800 SH MICROSOFT$6,663$269,056

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySHERMAN SILVERSTEIN KOHL ROSE POCategoryTxt
Legal Fees$850LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADJ FOR MS STOCKDesc
BOY Book Value$13,239BOYBookValueAmt
EOYFMV$13,239EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN NET VALUE ASSETSDesc
Amt$222,523Amt

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